When you click on a contact, you’ll see multiple tabs in their profile. Here’s a quick overview of what each tab offers:
HERE is a short video on how to click through different contact profiles.
Timeline
Automatically tracks activity: This tab gathers all email exchanges and transaction activities related to the contact.
Filter specific activities: Click on the subheader or the “More Filters” button on the right to filter activities, like email exchanges or sales to this contact.
Notes
Internal communication: This tab is for sharing internal notes about the contact with your team.
Add a new note: Click the "Add Note" button in the top-right corner to add new notes.
Inbox
View incoming emails: This tab shows all incoming emails from the contact in one place.
Tasks
Organize to-dos: Keep track of tasks related to this contact here.
Create a new task: Click on "Add Task" in the top-right corner to create task.
Invoice
Manage invoices: This tab lists all invoices linked to this contact.
Track unpaid invoices: Use this tab to check for unsent or unpaid invoices and follow up as needed.
Docs
Store important documents: Upload any relevant documents related to the contact here for easy access.
Inventory
View related inventory: This tab shows all inventory items associated with the contact, pulled from the "Associations" section in inventory.
